The Edge – Energy Market Reports (Oct – Dec 2024)

Q4 2024 The Edge – Energy Market Reports topics

Energy Edge has recently published The Edge – Energy Market reports.

 

10 Oct 2024 Edge Report (Subscriber Link)

  • Bayswater 4’s “Two-Shift”. Our analysis covers the conditions on the day, the preplanned operational events and the associated costs.
  • An unstoppable force meets an immovable object: The clash between rooftop solar and coal minimum load.
  • Let’s use 3 metrics to assess the market conditions and the varying roles of the different generation classes.

 

29 Oct 2024 Edge Report (Subscriber Link)

  • Review of the latest international gas market activities, including coverage of the new daily record for Curtis Island LNG exports and the current movements in the JKM netback for Winter 2025.
  • Assessment of the NEM coal scheduled and unplanned outage rates; a deep dive into the numbers and split between the known and unknown outage classifications.

 

13 Oct 2024 Edge Report (Subscriber Link)

  • Update on Gas Market Conditions;  Including a YTD assessment of Longford,  analysis of systemic gas price premiums and discounts and the implications of the the Victorian Government’s approval of the Offshore Petroleum and Greenhouse Gas Storage Amendment Bill 2024.
  • We provide a graphical analysis of the Midday and Evening Peak Reserve Margins across the 3 big regions and come up with 2 important findings!

 

21st November 2024 Edge Report (Subscriber Link)

  • Moomba Outage – After more than 1000 days of uninterrupted supply, were this weeks’ production interruptions at Moomba planned?
  • As NSW anticipates a weather event next week, we look at the supply and demand and reserve margins, and delve into the relationship between reserve, prices and ramping capacity.

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